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Welcome to our free strategic plan template, based on hundreds of successful

strategy implementations. Learn more about strategy at our blog:

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1. Complete each tab step-by-step

2. Refer to our free guides at the bottom of each tab

3. The final tab will automatically build your strategic

plan!

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THE CLOUD BASED STRATEGY SUITE

ecutestrategy.net
 VISION
A great vision statement provides the inspiration for the strategies and the daily
operations of your organization. It is the anchor-point of your organization and
should describe in an ideal world, what you want to achieve in the mid-to-long
term.

Everyone who wants people-powered transport is

getting on a Meerkat Cycle

Read our full guide to creating the perfect vision statement:

https://www.executestrategy.net/blog/write-good-vision-statem
 Tips:

Keep it short and passionate

Dare to dream

Test your vision:

Does it communicate why we exist?

Is it tangible?
Will it inspire our people?
Can it be easily memorized?

g the perfect vision statement:

/blog/write-good-vision-statement/
 VALUES
Values answer a simple question: how do we do what we do? Leaders and
employees should be proud of them, as they define the organization's culture
and identity. Values are the core principles for all associates, and customers
should experience them through each service and product.

Agile
Customer Focused
Cooperative
[INSERT VALUE HERE]

Read our full guide to creating the perfect set of values:

https://www.executestrategy.net/blog/company-values
 Tips:

No more than 4
Start with a verb
Keep them short

Test your values:

Can your people translate them into actions?

Are they tangible?
Can they be easily memorized?

ting the perfect set of values:

egy.net/blog/company-values
 FOCUS AREAS
A Focus Area is a high level aim or intention that will help you to realize your
Vision. In the same way as your Vision should be understood by everyone in the
organization, you should create Focus Areas that everyone can identify with.
They are calls to action and point your employees in the right direction.

Happy Customers
Growing Business
Strong Financial Control
[INSERT FOCUS AREA HERE]
[INSERT FOCUS AREA HERE]

Read our full guide to creating the perfect Focus Areas:

https://www.executestrategy.net/blog/strategic-focus-areas
 Tips:

No more than 5
Try to start with an adjective
Keep them short

Test your Focus Areas:

Do they make your vision happen?

Are they totally different from each other?
Are they all absolutely critical for your success?
Together, can they capture 100% of your business activities?

eating the perfect Focus Areas:

gy.net/blog/strategic-focus-areas
An Objective is something specific that will help you to actualize one or more of your Focus Areas.
Unlike Focus Areas, your Objectives should be specific, and contain a deadline where possible.
Objectives will often have a deadline of 1 year or more.

Group them by Focus Areas

OBJECTIVES Start with a verb

Focus Area Verb

Create
Happy Customers

Growing Business

Strong Financial Control

[INSERT FOCUS AREA HERE]

[INSERT FOCUS AREA HERE]

Read our full guide to cre

https://www.executestrate
or more of your Focus Areas.
deadline where possible.

Details
a new platform for interacting with our customers

Read our full guide to creating the perfect Objectives:

https://www.executestrategy.net/blog/strategic-objectives
Start Date Deadline
1/1/2018 12/31/2019
A Project is the specific thing that you're going to DO to deliver against your Objectives.
Projects must be very specific and involve a tangible (non metric-based) deliverable.
You should aim for at least two Projects for each of your Objectives

Group them by Objective

PROJECTS Start with a verb

Focus Area Verb

OBJECTIVE: Create a new platform for interacting with our custom
[your project here, e.g.] Build

OBJECTIVE:
Happy Customers

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
Growing Business

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
Strong Financial Control

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
[INSERT FOCUS AREA HERE]

OBJECTIVE:

OBJECTIVE:

[INSERT FOCUS AREA HERE]

 OBJECTIVE:
[INSERT FOCUS AREA HERE]

OBJECTIVE:

Read our full guide to cre

https://www.executestrategy.net/bl
 ainst your Objectives.
based) deliverable.
es

Details
latform for interacting with our customers
new customer facing web portal
 Read our full guide to creating the perfect Projects:

https://www.executestrategy.net/blog/how-to-create-effective-projects/
Start Date Deadline
1/1/2018 12/31/2019
7/1/2019 7/12/2019

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Each of your Objectives should have at least one KPI. KPIs will help you determine whether or not you're achieving that goal.
Check out our KPI guide and library for KPI help and examples.

Group them by Objective

KPIs Start with a verb
Use metrics and units as much as you can

Focus Area Verb

OBJECTIVE: Create a new platform for interacting with our customers
[your KPI here] e.g. Deliver

OBJECTIVE:
Happy Customers

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
Growing Business

OBJECTIVE:

OBJECTIVE:

Strong Financial Control

 OBJECTIVE:
Strong Financial Control

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
[INSERT FOCUS AREA HERE]

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
[INSERT FOCUS AREA HERE]

OBJECTIVE:

Check out our KPI library on the link below:

https://www.executestrategy.net/blog/kpi
u determine whether or not you're achieving that goal.

as you can

KPI Detail Metric Unit Start Date Deadline

orm for interacting with our customers 1/1/2018 12/31/2019
visits to the web portal 10,000 People 7/1/2019 7/12/2019

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Check out our KPI library on the link below:

https://www.executestrategy.net/blog/kpi
 Everyone who wants people-powered

Agile Customer Focused

Focus Area Goal Template

Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
Happy Customers Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
Growing Business Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
Strong Financial Control Project:
 Strong Financial Control
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
[INSERT FOCUS AREA HERE] Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:
Objective:
Project:
[INSERT FOCUS AREA HERE] Project:
KPI:
KPI:
Objective:
Project:
Project:
KPI:
KPI:

Want to bring your plan to life in our renowned cl

https://www.ex
ho wants people-powered transport is getting on a Meerkat Cycle

Cooperative [INSERT VALUE HERE]

Details Metric Unit

Create a new platform for interacting with our customers
[your project here, e.g.] Build new customer facing web portal

[your KPI here] e.g. Deliver visits to the web portal 10,000 People
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ng your plan to life in our renowned cloud based strategy suite? Sign up for a free trial at:

https://www.executestrategy.net
[INSERT VALUE HERE]

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1/1/2018 12/31/2019
7/1/2019 7/12/2019
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